Investment Q&A

Q: Given today's earnings report, growth, and the company update; at what price (or P/E) would you consider the risk to be so small as to be insignificant. Even if the strategic alternatives do not work out and even if the shorts persist, is there an argument to be made to a Mr Ackman against backing up his truck.

Q: Can you please comment on earnings for AVO, SYZ and WSP. Disrequard if you have already answered previously before getting to my question.
Thank you

Q: Could you please comment on results and update from special committee.

Thanks,
Milan

Q: Your thoughts on the quarter please!

Thanks,

Eric

Q: Hi 5i,

In the last proxy & general meeting shareholders were to vote on a "blank cheque" policy for preferred shares I believe. I did not see results for the vote of this. Do you know what happened?

Would preferred shares dilute the value of the current common shares?
Are they for private investors or to be listed on the stock exchange?
Do you think this is a form of a "backup" or added plan to deleverage the company faster?
Would someone like BlackRock be interested in this type of investment as opposed to buying the whole company?

Thank you, Shane

Q: I know that BEP.UN pay their cash distribution in US$ are there any other companies that are in your portfolios that pay in US$ or is BEP.UN the only company.

Thanks

Q: what are your thoughts on DRT? would you still be a holder after the disappointing earning results?

Q: Understanding the "portfolio" aspect to your approach, this may be a tough question.

I hold your balanced portfolio but wanted to add growth. Should I add a small position in each of the growth names, or are there some specific names from the growth portfolio you would add?

Thanks.

Q: What is the consensus for CXR's upcoming earnings? At $30, does the risk/reward present a time to double down?

Thanks,

Wes

Q: While watching Peter on BNN I heard him mention that DBO had been added to the 5i Growth Portfolio. Did not know that! When was this brought to members' attention on the 5i website - is there some place members are given the signal of a new inclusion in a portfolio?

Peter mentioned that DBO's technology has been around for 14 years. Two questions: What is the catalyst for this company to get recognition from 5i now? What is your outlook for earnings and capital appreciation over the next 1 -3 years?

While on the subject of his recent appearance, kudos to Peter for once again providing un-hyped informative investor info to build our investing knowledge! I am curious how much weight does Peter give to the "Street Consensus" info often asked of BNN hosts? How should ordinary retail investors treat such information? Is it trustworthy or does it perhaps reflect 'self-serving' biases of analysts who do curry favour to deeper pockets?

Thanks for your great service!

SGR

Q: Could you comment on results ?

Q: As a follow up to my previous question regarding Concordia's share price drop you mentioned that the drop Friday was likely due to the forecast and results from Endo Pharma (ENDP. Based on your understanding of the two companies how susceptible is Concordia to the same factors and pricing that brought down ENDP? And to what extent does their acquisition and European operations buffer Condordia from tabling similar results? Thx.

Q: Hello,

I've been reading a lot about the CXR takeout possibility. There are a lot of opinions out there but inevitably because this was not a rumour, I'm looking at it more closely as a real possibility and that CXR is in play. Regardless of all the moving parts to CXR, the short players, bad press, debt, etc., and that even without a bid to buy, CXR stands to be worth much more in the future if they can start to pay down debt based on their earnings and reporting this Friday. My question is that it looks like CXR isn't getting an offer they would like to accept and the market seems to be reacting as if there is no belief that a buyout is around the corner. Why wouldn't a viable company just make a hostile bid and get the ball rolling anyway? Could you please provide your insight on this CXR situation and on how this buyout could work here considering CXR is looking?

Thanks for your answer.

Q: Hi there,

I began purchasing some of the names in the Balanced Equity portfolio with a starting of weighting of 5% in my portfolio. Some names have run up to between a 6% to 7% weighting and I was wondering at what point would you recommend trimming back to a 5% weighting?

Thanks!

Q: How would you rank these 3 industrials given a 2-3 year time period?

Q: PLI went down nearly 7 1/2% today, and I suppose the bought deal must be the problem. Can you enlighten me as to just how a bought deal affects the share price in the short term?
Thanks.

Q: Sirs :Badger has drifted in a tight downward trading range for some time. Do you expect a breakout in the near future or have a suggestion or two I may consider for growth in the near future. Thanks for your sound advice in the past.
John

Q: Comments on recent quarters from Telus and Magna. thx

Q: Can you please comment on latest earnings and what it means going forward.

Q: Pure Technologies is up 12% today. Any reason for it? is it because of the quarterly release? if so, your take on the result. Thanks for the great service.